Latest Period
Q1 2026
Security Snapshot
iShares U.S. Industry Rotation Active ETF - Common Stock (INRO) Institutional Ownership
CUSIP: 09290C830
13F Institutional Holders and Ownership History from Q1 2024 to Q2 2026
Institutions Reporting
9
Shares (Excl. Options)
853,555
Price
$30.70
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- Security type / class
- Equity / Common Stock
- Symbol
- INRO
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 853,555
- Total 13F value
- $26,202,330
- Portfolio coverage rank
- 0%
- Share change
- +11,303
- Value change
- +$321,110
- Number of holders
- 9
- Shares outstanding
- 961,538
- SEC-reported price per share
- $36.43
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- INRO - iShares U.S. Industry Rotation Active ETF - Common Stock is tracked under CUSIP 09290C830.
- 9 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 9 to 4 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $26,202,330 to $9,493,887.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 9 institutions filings for Q1 2026.
Security key
09290C830
Latest holder period
Q1 2026
13F holders
9
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09290C830:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
INRO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 21% | +2% | $7,338,400 | 200,000 | 0% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 31 Mar 2026, 9 institutional investors reported holding 853,555 shares of iShares U.S. Industry Rotation Active ETF - Common Stock (INRO). This represents 89% of the company’s total 961,538 outstanding shares.
13F concentration
Top 11 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
89%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Stonebrook Private Inc. | 41% | 391,722 | +0.27% | 2.6% | $12,025,043 |
| BlackRock, Inc. | 21% | 200,000 | 0% | 0% | $6,139,580 |
| EQ LLC | 12% | 119,023 | +7.3% | 1% | $3,653,746 |
| Concurrent Investment Advisors, LLC | 9.9% | 94,946 | +722% | 0.03% | $2,914,638 |
| ENVESTNET ASSET MANAGEMENT INC | 3.3% | 31,832 | +90% | 0% | $977,167 |
| Spectrum Planning & Advisory Services Inc. | 1.3% | 12,711 | -86% | 0.19% | $390,208 |
| Imprint Wealth LLC | 0.27% | 2,570 | 0% | 0.36% | $78,894 |
| Sunbelt Securities, Inc. | 0.08% | 742 | +143% | 0% | $22,778 |
| UBS Group AG | 0% | 9 | 0% | $276 | |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 | |
| Parallel Advisors, LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 258,748 | $9,493,887 | +$1,176,621 | $36.69 | 4 |
| 2026 Q1 | 853,555 | $26,202,330 | +$321,110 | $30.70 | 9 |
| 2025 Q4 | 842,252 | $27,095,261 | -$121,317 | $32.17 | 10 |
| 2025 Q3 | 846,305 | $26,798,342 | +$1,151,534 | $31.67 | 10 |
| 2025 Q2 | 802,005 | $23,233,929 | +$2,408,065 | $28.97 | 6 |
| 2025 Q1 | 718,950 | $18,800,567 | +$3,261,573 | $26.15 | 8 |
| 2024 Q4 | 592,285 | $16,453,293 | +$2,277,178 | $27.78 | 10 |
| 2024 Q3 | 510,312 | $13,787,966 | +$6,053,364 | $27.02 | 3 |
| 2024 Q2 | 286,931 | $7,459,345 | +$2,259,945 | $26.00 | 3 |
| 2024 Q1 | 200,000 | $5,036,160 | +$5,036,160 | $25.18 | 1 |